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Alternatives as We Age: Retirement and Legacy Planning

Ce cours n'est pas disponible en Français (France)

Nous sommes actuellement en train de le traduire dans plus de langues. Consultez les langues disponibles.

Alternatives as We Age: Retirement and Legacy Planning

Ce cours fait partie de plusieurs programmes.

Instructeur : Dr. Craig Lemoine

Inclus avec

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Aucune connaissance prérequise

1 semaine à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

4 modules

Obtenez un aperçu d'un sujet et apprenez les principes fondamentaux.

niveau Débutant

Aucune connaissance prérequise

1 semaine à compléter

à 10 heures par semaine

Planning flexible

Apprenez à votre propre rythme

Ce que vous apprendrez

Understand the multifaceted aspects of retirement planning, including various definitions and the financial risks involved.
Analyze diverse retirement strategies recommended by wealth managers, such as annuitization, treasury, bucket, and market-driven approaches.
Evaluate alternative investments and model portfolios to ensure income sustainability throughout different stages of retirement.
Explore estate planning fundamentals and philanthropic strategies, particularly when dealing with land, alternative, and illiquid investments.

Compétences que vous acquerrez

Catégorie : Risk Management
Catégorie : Land Management
Catégorie : Portfolio Risk
Catégorie : Portfolio Management
Catégorie : Wealth Management
Catégorie : Financial Modeling
Catégorie : Investments
Catégorie : Philanthropy
Catégorie : Financial Planning
Catégorie : Asset Management
Catégorie : Succession Planning
Catégorie : Estate Planning
Catégorie : Investment Management
Catégorie : Case Studies
Catégorie : Risk Analysis

Détails à connaître

Certificat partageable

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Évaluations

6 devoirs

Enseigné en Anglais

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logos de Petrobras, TATA, Danone, Capgemini, P&G et L'Oreal

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Ce cours est disponible dans le cadre de

Lorsque vous vous inscrivez à ce cours, vous devez également sélectionner un programme spécifique.

Apprenez de nouveaux concepts auprès d'experts du secteur
Acquérez une compréhension de base d'un sujet ou d'un outil
Développez des compétences professionnelles avec des projets pratiques
Obtenez un certificat professionnel partageable

Il y a 4 modules dans ce cours

This course delves into the complexities of retirement planning and estate management. It covers various definitions of retirement and examines the financial risks families and consumers face during this stage. You'll explore both qualitative and quantitative retirement challenges and analyze strategies recommended by wealth managers, including annuitization, treasury, bucket, and market-driven approaches. The course evaluates alternative investments through different stages of retirement and uses case studies to illustrate diverse strategies. It also focuses on applying and modeling portfolios within a retirement framework, emphasizing income sustainability. Finally, the course covers estate planning fundamentals and strategies for managing land, alternative, and illiquid investments, as well as philanthropic strategies involving these assets.

This course is part of the College of ACES suite of online programs, including the graduate-level certificate, "Land, Agriculture and Alternative Investing" that can be stacked toward a master's degree. To learn more about online programs from the College of ACES and explore ways to apply your Coursera work toward a degree program at the University of Illinois, visit ACES Online at acesonline.illinois.edu.

Détails du module

You will become familiar with the course, your classmates, and our learning environment. The orientation will also help you obtain the technical skills required for the course. Then dive into the second part of this module to explore various definitions of retirement and examine the financial risks families and consumers face during this stage. You'll also discern both qualitative and quantitative retirement challenges and analyze common strategies recommended by wealth managers, including annuitization, treasury, bucket, and market-driven approaches.

Inclus

13 vidéos4 lectures2 devoirs1 sujet de discussion

13 vidéosTotal 48 minutes

Course Overview1 minute
Meet Your Instructor | Craig Lemoine2 minutes
Module 1 | Overview 1 minute
Introducing Retirement with an Alternative Framework5 minutes
Mathematical and Case Study Approach to Retirement7 minutes
Key Retirement Risks5 minutes
Further Retirement Risks and Planning Flexibility5 minutes
Exploring Sequence of Return risks with Stocks, Bonds & Land4 minutes
Sequence of Return Risk, Internal Rate of Return, Correlation and Dollar Weighted Return6 minutes
Worst Case Scenarios and the Case for a Balanced Portfolio5 minutes
How to Retire Featuring Christine Benz1 minute
Finding Purpose in Retirement Featuring Christine Benz3 minutes
Module 1 | Wrap-up1 minute

4 lecturesTotal 40 minutes

Syllabus10 minutes
Learn More About Flexible Pathways10 minutes
Updating Your Profile10 minutes
How Accurate Are Retirees’ Assessments of Their Retirement Risk10 minutes

2 devoirsTotal 60 minutes

Module 1 | Knowledge Check30 minutes
Orientation Quiz30 minutes

1 sujet de discussionTotal 10 minutes

Getting to Know Your Classmates10 minutes

In this module you'll evaluate alternative investments suitable for different stages of retirement. Through case studies, you'll explore diverse retirement strategies and solutions, gaining insights into how different approaches can address unique financial and personal goals.

Inclus

15 vidéos2 lectures1 devoir

15 vidéosTotal 53 minutes

Module 2 | Overview 1 minute
The Retirement Spending Smile and Funded Ratios 8 minutes
Six Critical Steps to Retirement 7 minutes
Alternative Investments in 401(k) Plans5 minutes
Alternative Assets in Pension Funds3 minutes
Self-Directed IRAs: Risks and Rewards7 minutes
Investing and Portfolio Management Featuring Christine Benz3 minutes
Keep it Simple Featuring Christine Benz4 minutes
Adaptability of Retirement | Income Lab2 minutes
The Future of Retirement Planning Featuring Jamie Hopkins4 minutes
Beds: Aging in Place and Retirees Featuring Jamie Hopkins2 minutes
How Do You Take Your Income Featuring Bob French3 minutes
Income Through Retirement Featuring Bob French2 minutes
Interest Rate Risks and Retirement Featuring Bob French2 minutes
Module 2 | Wrap-Up1 minute

2 lecturesTotal 20 minutes

An Introduction to Alternative Investments10 minutes
Do Alternative Investments Belong in Your Retirement Plan?10 minutes

1 devoirTotal 30 minutes

Module 2 | Knowledge Check30 minutes

This module, focuses on applying and modeling portfolios within a retirement framework. You'll learn how to structure a diversified portfolio to meet retirement goals and explore methods to ensure a steady income stream throughout retirement.

Inclus

8 vidéos3 lectures1 devoir

8 vidéosTotal 29 minutes

Module 3 | Overview 1 minute
Introducing Income Lab3 minutes
Adding Alternatives | Income Lab9 minutes
Stress Testing Retirement Models | Income Lab4 minutes
The Challenge of Modeling Income | Income Lab3 minutes
A Profession Evolving | Income Lab4 minutes
Retirement, Purpose and Income featuring Bob French4 minutes
Module 3 | Wrap-up1 minute

3 lecturesTotal 35 minutes

Learners Guide: Exploring Alts with Gary and Jenny15 minutes
Investing for Retirement Income: A Comparison of Asset Allocations and Spending Strategies10 minutes
Retirement Planning: From Z to A10 minutes

1 devoirTotal 30 minutes

Module 3 | Knowledge Check30 minutes

This module you'll delve into estate planning fundamentals and strategies for managing land, alternative, and illiquid investments. You'll also explore philanthropic strategies involving these assets, providing insights into legacy building and philanthropy. At the conclusion of this module, you will be ready to complete the final assessment for the course and earn your Coursera certificate!

Inclus

16 vidéos6 lectures2 devoirs

16 vidéosTotal 43 minutes

Module 4 | Overview 1 minute
What estate planning documents do I need? 5 minutes
When should you have an estate plan? 4 minutes
What happens if you die without an estate plan? 5 minutes
Philanthropy & Land Owners Featuring Dr. Jennifer Lehman 4 minutes
Crypto, Estate Planning & Philanthropy Featuring Dr. Jennifer Lehman 3 minutes
Interests in Giving and Philanthropy Featuring Dr. Jennifer Lehman 1 minute
Estate Planning When You Are Alive Featuring Tim Richey 2 minutes
Financial Exploitation Featuring Tim Richey4 minutes
Process of Estate Planning with Real Estate Featuring Tim Richey 2 minutes
Postmortem Planning Featuring Tim Richey2 minutes
Litigating After Death Featuring Tim Richey 2 minutes
Monitoring an Estate Plan Featuring Tim Richey2 minutes
Module 4 | Wrap-up1 minute
Course Wrap-up2 minutes
Graduate-Level Learning: Deepening Your Expertise2 minutes

6 lecturesTotal 60 minutes

New Tomorrow’s Inheritance: The Frontiers of Estate Planning Formalism10 minutes
People’s Company 10 minutes
Philanthropy’s Commitment to the Future10 minutes
Congratulations!10 minutes
Stack Your Course Certificate toward Graduate Coursework10 minutes
Getting Your Course Certificate10 minutes

2 devoirsTotal 120 minutes

Module 4 | Knowledge Check30 minutes
Final Assessment90 minutes

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